Title: Paralegal (Transactional) Job Responsibilities: - Draft, review, and organize legal documents, contracts, agreements, and correspondence. - Support attorneys with entity formations, contract preparation, and transactional matters. - Manage and maintain client files with accuracy, confidentiality, and attention to detail. - Conduct legal research and...
contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. -... Advise on new product development and regulatory risk management decisions. - Keep...
contracts for a variety of advisory, brokerage, technology, and operational services. - Provide general legal support to the broker-dealer, registered investment adviser, and technology affiliates... as needed. - Advise on new product development and regulatory risk management decisions. - Provide business leaders... an...
Title: Senior Securities Counsel Job Responsibilities: - Draft, review, and negotiate contracts related to the company's ETF and mutual fund distribution business. - Research and provide legal advice to the company’s business concerning FINRA regulatory and broker-dealer compliance issues....
Summary: The Wealth Management Summer Analyst Program is... the Asset & Wealth Management division. As a participant,... you will have the opportunity to work on real responsibilities alongside fellow interns and experienced professionals. Key Responsibilities: - Attend...
is very brisk at this large, international full-service law firm that is one of the oldest and most prestigious firms in the Pacific Northwest. Their practice includes corporate, litigation, real estate, intellectual property, legislative, and other types of law. It's...
Title: Tax Manager, Registered Investment Companies (RICs) Job Responsibilities: As a... Manager on the Registered Investment Company (RIC) Tax team... at the company, the primary responsibilities include managing tax planning and compliance for RICs, guiding clients through complex transactions, and leading teams...
Tax - SALT Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund... to provide subject matter/alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, and after preparation....
Federal Tax - Asset Management The candidate will oversee... scope within the alternative investment fund industry (private equity,... real estate and/or hedge funds). Act as the first point of contact for internal and external clients. Manage teams of tax professionals/assistants...
Job Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or... assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Perform a broad scope of work during reviews of...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
Project Finance Associate (Concessions) - Join a leading global infrastructure company as a junior/mid-level project finance associate and make a meaningful impact on communities across the United States. Position Details: - Full-time position, based in Pittsburgh, PA, Washington...
Title: Legal Recruiting Coordinator Job Responsibilities: The role of a Legal Recruiting Coordinator at the law firm involves supporting the Recruiting and Learning and Professional Development (L&PD) functions and coordinating activities, projects, and programs that may be local, national, or global in...
state tax consulting and compliance services to a diverse client base within the investment management industry. Your responsibilities... will include: - Performing detailed technical reviews of partnership and corporate state and local tax returns and work papers, focusing on multist...
Title: Experienced Tax Manager, Non Profit Job Responsibilities: 1. **Tax Compliance:** - Ensure clients comply with applicable authorities while minimizing tax and reporting burdens. - Ensure compliance with company policies, standards, and the BDO Tax Quality Manual. - Conduct reviews of tax...
more senior counsel on investment management matters for various... Mutual Funds, ETFs, Collective Funds, Private Funds, Separately Managed Accounts, Institutional Separate Accounts, and Local Government Investment Pools. This includes support... with investment management agreements, Form ADV... disclosures, and portfolio transa...
Associate, SALT Income Franchise - Consulting 119930 Share Career Level Requirement Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative,...
Responsibilities: - Lead the Client Management Process to identify new... business development opportunities. - Source new clients in alignment with the bank's established risk appetite. - Deliver a Branded Client Experience by leading the client team to provide meaningful interactions. - Develop a deep...
families, family offices, and their private businesses and/or investment entities. - Perform complex... individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gi...
is tasked with the management of lateral associate recruitment... specifically for the Asset Management & Investment Funds (AMIF)... practice area... across all . offices. Key responsibilities include: - Collaborating with Practice Area Leaders, Practice Group Coordinators, Office Managing Partners, and AMIF...
Title: Principal Program Manager - AI Legal Job Responsibilities: The Principal Program Manager for the AI Legal & Regulatory Strategy group plays a crucial role in shaping the company's global approach to AI legal and regulatory matters. Key responsibilities include: - Strategic Program...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice, the primary responsibilities include advising clients on tax issues related to renewable energy projects. The role involves: - Supporting renewable energy client engagements...
Title: Tax Senior, Sustainability Credits – National Federal Tax Services Job Responsibilities: As a Senior Consultant within the Sustainability: Gi3 practice, the primary responsibilities include advising clients on sustainability and social Federal Credits and Incentives (C&I) programs and facilitating...
Title: Tax Manager, Sustainability Credits Job Responsibilities: - Advise clients on sustainability and social Federal Credits and Incentives (C&I) programs. - Manage and facilitate the analysis and documentation of sustainability and ESG-related opportunities. - Ensure accurate and timely completion of deliverables, including presentation decks,...
Senior in the Global Investment and Innovation Incentives (Gi3)... practice, you will play a critical role in identifying eligible federal credits and incentives (C&I) generating activities. Your primary responsibilities will include managing and facilitating the analysis and documentation of such...
in the development and management of proposals, which are... crucial for the firm’s growth and client engagement. The responsibilities include: - Managing the entire lifecycle of the proposal process, which involves handling complex Requests for Proposals (RFPs), Requests for Information (RFIs),...
Manage and negotiate contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. -... Advise on new product development and regulatory risk manageme...
programs focused on AI legal and regulatory readiness, compliance, and risk mitigation. - Translate regulatory developments and legal strategies into structured, actionable projects with defined outcomes, success measures, and reporting mechanisms. Program & Stakeholder Management: - Collaborate closely with senior... leaders in...
Title: Principal Program Manager - AI Legal Job Responsibilities: As the Principal Program Manager for the AI Legal & Regulatory group within the department, you will be responsible for shaping the company's global strategies concerning AI legal and regulatory issues. This involves...
Abstractor Landman (Canonsburg, PA) Canonsburg, PA Land – CGB / Full Time - 1099 / Hybrid Are you a detail-oriented title researcher with a deep understanding of chains of title and ownership calculations? Do you thrive in an environment where...
Job Title:Mid-Level Investment Management - Private Funds... years of experience in investment management and private funds.... The ideal candidate will have experience in forming private investment funds such as hedge... funds, venture capital funds, and/or private equity funds. This opportunit...